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CIK: 0001593600
Total reported value
$83.9M
$83.9M
644 檔
38.3%
As reported in its official Q1 2024 Form 13F filing, Riverview Trust Co's tracked investment portfolio stood at $83.9M with 644 total positions.
During Q1 2024, Riverview Trust Co's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including IEFA, AAPL, MSFT) accounted for 38.3% of total reported equity market value during Q1 2024.
Showing top 200 holdings (of 644 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 8.95% | -0.72% | +0.13% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.51% | +0.04% | +0.16% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.54% | -0.11% | — | |
| 4 | VNQ | Vanguard Real Estate ETF | ETF-Other | 2.99% | — | +0.15% | |
| 5 | VV | Vanguard Large-cap ETF | ETF-Other | 2.79% | +0.73% | +2.82% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.71% | -0.01% | -5.36% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.68% | -0.05% | +2.85% | |
| 8 | MRK | Merck & Co. Inc. | Stock-Healthcare | 2.67% | +0.01% | -0.53% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.49% | +0.10% | +0.75% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.39% | -0.06% | — | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.95% | -0.66% | — | |
| 12 | INTC | Intel CORP | Stock-Tech | 1.61% | +0.28% | — | |
| 13 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.55% | — | — | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.22% | +0.04% | +16.52% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.16% | +0.22% | — | |
| 16 | AMP | Ameriprise Financial Inc | Stock-Financials | 1.14% | — | — | |
| 17 | ABT | Abbott Laboratories | Stock-Healthcare | 1.13% | -0.06% | — | |
| 18 | ABBV | Abbvie Inc | Stock-Healthcare | 1.08% | -0.08% | — | |
| 19 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.08% | — | — | |
| 20 | MNST | Monster Beverage CORP | Stock-Consumer Staples | 1.06% | — | — | |
| 21 | TGT | Target CORP | Stock-Consumer Disc | 1.06% | +0.01% | +1.64% | |
| 22 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.03% | — | +3.23% | |
| 23 | CSCO | Cisco Systems Inc | Stock-Tech | 0.96% | +0.23% | — | |
| 24 | ETN | Eaton Corporation plc | Stock-Industrials | 0.94% | -0.02% | — | |
| 25 | KLAC | Kla CORP | Stock-Tech | 0.94% | +2.66% | +9.45% | |
| 26 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.90% | +0.06% | +3.19% | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.89% | — | -3.96% | |
| 28 | CRM | Salesforce Inc | Stock-Tech | 0.86% | — | — | |
| 29 | AVGO | Broadcom Inc | Stock-Tech | 0.83% | +0.30% | -3.55% | |
| 30 | DE | Deere & Co | Stock-Industrials | 0.75% | +0.12% | +2.16% | |
| 31 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.75% | -0.09% | — | |
| 32 | BLKCHF | Blackrock Inc | Stock-Other | 0.74% | — | +3.12% | |
| 33 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.73% | +0.12% | +16.89% | |
| 34 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.61% | — | — | |
| 35 | CVS | Cvs Health CORP | Stock-Healthcare | 0.59% | -0.01% | EXIT | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.59% | +0.01% | — | |
| 37 | CME | Cme Group Inc | Stock-Financials | 0.56% | — | — | |
| 38 | VB | Vanguard Small-cap ETF | ETF-Other | 0.55% | -0.14% | +26.41% | |
| 39 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.55% | -0.10% | — | |
| 40 | ITW | Illinois Tool Works | Stock-Industrials | 0.55% | — | — | |
| 41 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.49% | — | — | |
| 42 | COP | Conocophillips | Stock-Energy | 0.46% | -0.09% | — | |
| 43 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.45% | -0.07% | — | |
| 44 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.44% | -0.01% | -2.52% | |
| 45 | V | Visa Inc-class A Shares | Stock-Financials | 0.43% | -0.03% | +7.11% | |
| 46 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.40% | -0.05% | — | |
| 47 | PFE | Pfizer Inc | Stock-Healthcare | 0.37% | -0.01% | EXIT | |
| 48 | CPRT | Copart Inc | Stock-Industrials | 0.36% | — | — | |
| 49 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.34% | +0.06% | — | |
| 50 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 0.33% | — | — |
According to official SEC Form 13F filings, Riverview Trust Co reported a total U.S. public equity portfolio value of $83.9M across 644 disclosed positions in Q1 2024.
During Q1 2024, Riverview Trust Co's top holdings by market value included IEFA (8.9%)、AAPL (5.5%)、MSFT (4.5%). The largest single position, IEFA, represented 8.9% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In Q1 2024, Riverview Trust Co made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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